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BILLING & COLLECTIONS

Notice to Client of Increase in Hourly Rate

Why you need this Model Notice to Client:

Clients should be notified in writing of any fee increases 30 days in advance. This
protects both the firm and the client. Informing your client of what to expect and
when to expect it will help your client prepare for the extra expense.


. . . download here

Model Billing Statement

Why you need this Model Billing Statement:

Many clients don’t like to pay their legal bills and without having measures in place to ensure payments, law firms can run into huge headaches. One best practice is to ensure that your billing statement clearly outlines what services your clients are receiving for their money.


. . . download here

BILLING & COLLECTIONS

Model Retainer Agreement

Why you need this Model Retainer Agreement:

Many clients don’t like to pay their legal bills and without having measures in place to ensure payments, law firms can run into huge headaches. One best practice is to lay out your billing arrangements and hourly fees charged by partners, associates, and paralegals in your retainer agreement.


. . . download here

BUDGET

Sample Budget Spreadsheet

Why you need this budget spreadsheet:

While many attorneys cringe at the thought of creating a budget, there are several important reasons why your law firm needs one, including helping you prepare for unexpected expenses.


. . . download here

MANAGING STAFF

Information Security Checklist for Small Businesses

Why you need this checklist:

This checklist, created by Sensei Enterprises, Inc., will help you identify what your cybersecurity program must address.


. . . download here

ENGAGEMENT LETTER

Model Client Engagement Letter

Why you need this Model Engagement Letter:
An engagement letter is protection—for both the firm and the client. It prevents argument on what the firm is expected to …


. . . read more

MANAGING STAFF

Model Form: Applause Sheet

Why you need this model Applause Sheet:

This is a quick and easy way to help develop and maintain positive relationships among the people in your office.


. . . download here

COMPLIANCE

Model Notice: Alcohol consumption at firm’s party

Why you need this notice:

Holiday and other office parties often include alcohol, and excessive alcohol consumption poses risks for employees.


. . . download here

TRACKING PROFITS

Model Tool: Monthly Attorney Report

Why you need this model tool:

No firm can support even an excellent attorney who isn’t profitable. Superb skills alone are not enough. Each attorney has to bring in a profit, and the numbers show in plain dollars and cents what profit each attorney is producing.

. . . download here

MANAGING THE OFFICE

Workplace Etiquette Infographic

 


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